Latest Institutional Purchases of Novartis Ag (NVS)
This list provides information on the latest institutional transactions involving Novartis Ag (NVS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.88K+ 11.86% |
$183K - $218K
|
17.8K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$182K - $217K
|
1.88K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.85KNew |
$180K - $214K
|
1.85K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83KNew |
$177K - $211K
|
1.83K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.82KNew |
$177K - $210K
|
1.82K
$226K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.72K+ 8.33% |
$167K - $199K
|
22.4K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.7K+ 21.43% |
$165K - $196K
|
9.63K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 6.4% |
$151K - $179K
|
25.8K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.49KNew |
$145K - $173K
|
1.49K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.41K+ 4.95% |
$137K - $163K
|
29.8K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.11K+ 10.47% |
$108K - $129K
|
11.8K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.05K+ 41.02% |
$102K - $122K
|
3.62K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 3.13% |
$102K - $121K
|
34.7K
$4.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.01K+ 4.11% |
$98.3K - $117K
|
25.6K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
1KNew |
$97.1K - $116K
|
1K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
977New |
$94.9K - $113K
|
977
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
932New |
$90.5K - $108K
|
932
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
699+ 8.46% |
$67.9K - $80.8K
|
8.96K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
675New |
$65.6K - $78K
|
675
$83.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
640New |
$62.2K - $74K
|
640
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500New |
$48.6K - $57.8K
|
500
$62.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
488+ 2.41% |
$47.4K - $56.4K
|
20.7K
$2.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
459+ 1275.0% |
$44.6K - $53K
|
495
$61.4K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
447+ 5.19% |
$43.4K - $51.7K
|
9.06K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
405New |
$39.3K - $46.8K
|
405
$50.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
377+ 9.06% |
$36.6K - $43.6K
|
4.54K
$563K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
352New |
$34.2K - $40.7K
|
352
$43.7K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
285+ 8.73% |
$27.7K - $32.9K
|
3.55K
$441K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
269+ 16.17% |
$26.1K - $31.1K
|
1.93K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
259New |
$25.2K - $29.9K
|
259
$32.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
256+ 3.62% |
$24.9K - $29.6K
|
7.33K
$910K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
220New |
$21.4K - $25.4K
|
220
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
210+ 3.8% |
$20.4K - $24.3K
|
5.74K
$712K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
202New |
$19.6K - $23.3K
|
202
$25.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 19.57% |
$19.4K - $23.1K
|
1.22K
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$19.4K - $23.1K
|
200
$24.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
199+ 5.08% |
$19.3K - $23K
|
4.12K
$511K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
196+ 6.96% |
$19K - $22.7K
|
3.01K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
183+ 366.0% |
$17.8K - $21.1K
|
233
$28.9K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
180New |
$17.5K - $20.8K
|
180
$22.3K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
165New |
$16K - $19.1K
|
165
$20.5K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
158New |
$15.3K - $18.3K
|
158
$19.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
154+ 4.61% |
$15K - $17.8K
|
3.49K
$434K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.6K - $17.3K
|
150
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
148New |
$14.4K - $17.1K
|
148
$18.4K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
139+ 0.33% |
$13.5K - $16.1K
|
42.2K
$5.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
119+ 5.31% |
$11.6K - $13.8K
|
2.36K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
113+ 1.55% |
$11K - $13.1K
|
7.4K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
104+ 3.82% |
$10.1K - $12K
|
2.83K
$351K
|